J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 524 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $164,319,039 | +13.4% | 2,899,066 | +15.8% | 0.23% | +8.8% |
| Q1 2024 | $144,843,014 | +46.4% | 2,503,336 | +39.1% | 0.22% | +33.5% |
| Q4 2023 | $98,942,286 | +44.5% | 1,799,605 | +40.8% | 0.16% | +29.8% |
| Q3 2023 | $68,462,335 | +109.5% | 1,278,236 | +116.4% | 0.12% | +113.8% |
| Q2 2023 | $32,681,959 | +35.8% | 590,673 | +34.0% | 0.06% | +26.1% |
| Q1 2023 | $24,063,246 | +29.3% | 440,719 | +29.0% | 0.05% | +24.3% |
| Q4 2022 | $18,616,430 | +31.7% | 341,647 | +23.8% | 0.04% | +19.4% |
| Q3 2022 | $14,137,000 | +3.1% | 275,926 | +11.6% | 0.03% | +3.3% |
| Q2 2022 | $13,712,000 | +76.2% | 247,290 | +95.2% | 0.03% | +100.0% |
| Q1 2022 | $7,780,000 | +28.8% | 126,713 | +32.6% | 0.02% | +36.4% |
| Q4 2021 | $6,039,000 | +108.8% | 95,568 | +97.0% | 0.01% | +83.3% |
| Q3 2021 | $2,892,000 | +60.3% | 48,507 | +62.9% | 0.01% | +50.0% |
| Q2 2021 | $1,804,000 | +535.2% | 29,776 | +508.9% | 0.00% | +300.0% |
| Q1 2021 | $284,000 | – | 4,890 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Enstar Group LTD | 1,539,025 | $87,231,937 | 24.96% |
| Requisite Capital Management, LLC | 1,670,568 | $94,687,782 | 21.43% |
| Melia Wealth LLC | 562,535 | $31,884,457 | 17.39% |
| Leverty Financial Group, LLC | 510,646 | $28,943,609 | 17.12% |
| Cornerstone Advisory, LLC | 1,719,378 | $97,454,312 | 13.71% |
| Horizon Advisory Services, Inc. | 472,229 | $26,765,968 | 12.81% |
| Lebenthal Global Advisors, LLC | 923,467 | $52,342,089 | 11.47% |
| Ergawealth Advisors, Inc. | 343,440 | $19,466,188 | 10.60% |
| Pacific Center for Financial Services | 651,624 | $36,934,027 | 10.35% |
| Mosley Wealth Management | 212,288 | $12,032,504 | 10.24% |